Organizational structure

To navigate to Organizational structure administration - click on System Settings → Org structure.

To create an organizational unit, click on the "+ Add" button, enable "Edit" mode, and complete the organizational unit profile with the required information: unit name, parent unit, unit head, unit members, etc.

To edit organizational unit - click on and navigate to edit mode.

Roles & Responsibilities

Organizational units in the elDoc system are designed to segregate duties by providing the necessary rights and authorities to the corresponding units. This setup also allows for the automatic assignment of the initiator's head to the respective document workflow, where required.

Hierarchy usages

The hierarchical structure of organizational units can be used to configure accesses and permissions for documents and CRM items. For instance, granting read access to a top-level unit will automatically extend the same access to all its subordinate units.